Referral Partners

REALTORS
 


Judy Moffat-Thelin
RE/MAX Accord
5870 Stoneridge Mall Road, #150
Pleasanton, CA 94588
Phone: 925 847-8900
Tel: 925-828-7338
Cell: 510-305-1772
Fax: 925-847-8999
Email: judymthelin@att.net
Website: http://www.realestate-bayarea.com 



 
TITLE COMPANIES

Brian Dattilo
Escrow Officer
Fidelity National Title Company
4683 Chabot Drive, Suite 200
Pleasanton, CA  94588
Tel: 925-730-2090
Email: bdattilo@fnf.com

Anne DeGrano
Assistant Vice President
Branch Manager
Chicago Title Company
6210 Stoneridge Mall Rd., Ste 320-F
Pleasanton, CA 94588
Tel: 510-538-1600
Fax: 510-538-1011
Email: degranoa@ctt.com
Website: http://www.chicagotitle.com

Stacie Glafkides
Account Manager
North American Title Company
4255 Hopyard Road, Suite #1
Pleasanton, CA  94588
Tel: 925-485-3600
Cell: 925-200-8889
Fax: 925-485-5559
Email: sglafkides@nat.com
Website: http://www.nat.com


ATTORNEYS

Robert C. Borris, Jr.
21550 Foothill Blvd
Hayward CA 94541
Tel: 510-581-7111
Fax: 510-582-6729
Email: rborrisjr@aol.com
Website: http://www.lawofficesofrobertborris.com


CPA’S

Mike Harrar
E.A., M.S. (Tax Law)
The Tax Pros
4187 Piedmont Avenue
Oakland, CA  94611
Tel: 510-836-6001
Fax: 510-597-1898
Email: mhthetaxpros@aol.com

Bob Garrett
CPA
Elsberg & Garrett, LLP
1850 Mt. Diablo Blvd. Ste. #370
Walnut Creek, CA 94596
Tel: 925-944-1630
Fax: 925-944-2499
Email: bob@elsberg.com
Website: http://www.elsberg.com

Niel Shay
Delagnes, Mitchell & Linder LLP
300 Montgomery Street, Suite 1050
San Francisco, CA. 94104
Tel: 415-983-0500
Fax: 415-983-0999
Email: nshay@dmlcpa.com


FINANCIAL PLANNERS

Sara O. Farner
First Vice President- Wealth Management
Financial Planning Specialist
Portfolio Management Director
The Olsen Group at Smith Barney
2175 N. California Blvd., Suite 500
Walnut Creek, CA 94596
Tel: 925-930-3840
Toll Free: 800-826-9950
Website: http://fc.smithbarney.com/rsolsen/

Tom Davis
Financial Advisor
Morgan Stanley
6140 Stoneridge Mall Rd #100
Pleasanton, CA 94588
Tel: 925-463-6637
Toll Free: 800-755-6650
Fax: 925-847-0974
Email: tom.e.davis@morganstanley.com
Website: http://www.morganstanley.com


ESTATE PLANNERS

Law Offices of Daryl J. Weinroth
Courtyard Square
750 Grant Ave Suite #250
Novato, CA  94945
Tel: 415-892-8600
Fax: 415-892-0337
Email: daryl@dweinroth.com


HAZARD INSURANCE COMPANIES

Ross Insurance Agency (Farmers Ins)
Jennifer Ross
2829 Bridgeway, Suite 202
Sausalito, CA  94965
Tel: 415-332-6123
Fax: 415-480-1368
Email: jrossins@aol.com

State Farm
Katie Fletcher
3800 Blackhawk Rd
Suite 110
Danville, CA 94506-4650
Tel: 925-736-0204
Fax: 925-736-0555
Email: katie.fletcher.nw1j@statefarm.com

Millennium Oak Insurance & Financial Services, Inc.
Katie McAllister Baker
2010 Crow Canyon Place # 370
San Ramon, CA 94583-1316
Tel: 925-904-4800
Fax: 925-904-4807
Email: katiebaker@allstate.com